+26.2%
UPS vs NI
+4.4%
+21.8%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -2.0% | 0.0% | -2.0% | -2.0% |
| 30D | -2.0% | -1.4% | -0.6% | -1.8% |
| 3M | -6.2% | -10.6% | +4.3% | -4.9% |
| 6M | +2.8% | -9.3% | +12.1% | +4.2% |
| YTD | +5.9% | +1.1% | +4.8% | +6.9% |
| 1Y | +26.2% | +3.4% | +22.9% | +26.1% |
| All | +26.2% | +4.4% | +21.8% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling